401(k) · DOL Form 5500 · 2022
Bergmeyer Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 107
- Participants Small participant base
- 66th
- Percentile by assets National rank
- $100,164
- Avg per participant Below avg balance/head
Official DOL plan name: Bergmeyer Associates, Inc. 401(k) Plan · Sponsored by Bergmeyer Associates, Inc. · Massachusetts · Professional & Technical Services
$11M in assets, 107 participants
Bergmeyer Associates, Inc.'s Bergmeyer Associates, Inc. 401(k) Plan reported $11M in total assets and 107 participants in its 2022 DOL Form 5500 filing, ranking in the 66th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #14,076 in Professional & Technical Services (21,562 peers)
Coverage in Massachusetts
Bergmeyer Associates, Inc. 401(k) Plan covers 107 participants in Massachusetts, about 16% of the average Massachusetts filer (state average ~659 per filing). Assets: $11M.
- #14,076
- in Professional & Technical Services (21,562 peers)
- -14.4%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bergmeyer Associates, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Bergmeyer Associates, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$10,717,538 Top 34% higher than 66% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Bergmeyer Associates, Inc. 401(k) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bergmeyer Associates, Inc. 401(k) Plan sits mid-pack in the medium band (107 participants).
EBSA filing schedule strip
Filing strip 042557775 · Bergmeyer Associates, Inc. PY 2022 · 401(k)
Bergmeyer Associates, Inc. 401(k) Plan · $11M · 107 · 66th
- ASSETS $11M
- ASSETS 107
- ASSETS 66th
- ASSETS 401(k)
- ASSETS near Majorel USA, Inc
- ASSETS ind #14076
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Massachusetts →
Bergmeyer Associates, Inc. 401(k) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$2M |
| Employer EIN | 042557775 |
| Plan Effective Date | 1993-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bergmeyer Associates, Inc.)
Sponsor-wide plan assets over time
All Bergmeyer Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 17.563147431807565% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 107 | $11M |
| 2023 | 2 | 235 | $13M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Bergmeyer Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Majorel USA, Inc in CA ($11M); by covered participants it is First National Bank in Howell 401 (K) Plan in MI (107 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Majorel USA, Inc (CA) $11M · 729
- Spooner Retirement Savings Plan (AZ) $11M · 397
- Adrenaline Retirement Savings Plan (NH) $11M · 133
- Derderian, Kann, Seyferth & Salucci, PC Salary Reduction 401(k) Plan (MI) $11M · 45
Similar participant headcount
Nearest other-state filings by covered participants (107 participants); asset peers above are excluded.
- First National Bank in Howell 401 (K) Plan (MI) 107 · 0 off
- Denmark State Bank Retirement Savings Plan (WI) 107 · 0 off
- Imprimis Pharmaceuticals 401(k) Plan (CA) 107 · 0 off
- Marcus Investments, LLC 401(k) Retirement Plan (WI) 107 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.